|
1001
|
Proficio Capital Partners
Newton,
Massachusetts
|
$457K
|
–
|
–
|
–
|
|
|
1002
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$455K
|
+$91.8K
|
+1,395
|
+25%
|
|
|
1003
|
Wade Financial Advisory
Campbell,
California
|
$452K
|
–
|
–
|
–
|
|
|
1004
|
Angeles Investment Advisors
Santa Monica,
California
|
$451K
|
+$33.4K
|
+507
|
+8%
|
|
|
1005
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$445K
|
+$144K
|
+2,186
|
+46%
|
|
|
1006
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$445K
|
+$455K
|
+6,911
|
New
|
|
|
1007
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$441K
|
-$19.3K
|
-294
|
-4%
|
|
|
1008
|
Fisher Asset Management
Camas,
Washington
|
$440K
|
-$120K
|
-1,829
|
-21%
|
|
|
1009
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$438K
|
–
|
–
|
–
|
|
|
1010
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$432K
|
-$18.5M
|
-281,112
|
-98%
|
|
|
1011
|
Personal CFO Solutions
Chester,
New Jersey
|
$432K
|
+$18K
|
+274
|
+4%
|
|
|
1012
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$430K
|
+$137K
|
+2,084
|
+45%
|
|
|
1013
|
Range Financial Group
Tigard,
Oregon
|
$428K
|
+$437K
|
+6,645
|
New
|
|
|
1014
|
VERITY Wealth Advisors
Sausalito,
United States
|
$427K
|
–
|
–
|
–
|
|
|
1015
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$423K
|
+$94.1K
|
+1,431
|
+28%
|
|
|
1016
|
TRUADVICE
Sarasota,
Florida
|
$422K
|
-$51K
|
-775
|
-11%
|
|
|
1017
|
AXS Investments
Port Chester,
New York
|
$422K
|
+$431K
|
+6,550
|
New
|
|
|
1018
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$419K
|
+$428K
|
+6,511
|
New
|
|
|
1019
|
Donor Advised Charitable Giving
San Francisco,
California
|
$416K
|
-$9.28K
|
-141
|
-2%
|
|
|
1020
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$414K
|
–
|
–
|
–
|
|
|
1021
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$413K
|
-$122K
|
-1,852
|
-22%
|
|
|
1022
|
Childress Capital Advisors
Houston,
Texas
|
$413K
|
+$422K
|
+6,418
|
New
|
|
|
1023
|
Parsec Financial Management
Asheville,
North Carolina
|
$407K
|
-$76.6K
|
-1,164
|
-16%
|
|
|
1024
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$407K
|
+$4.74K
|
+72
|
+1%
|
|
|
1025
|
Columbia Trust
Portland,
Oregon
|
$406K
|
-$15.7K
|
-239
|
-4%
|
|
